News, Comment & Analysis results for Archive

People Moves
7 October 2026

Russell Investments Names New Head Of Middle East

The firm said the new head is joining at an important and exciting time for the business as it...

Real Estate
7 October 2026

EXCLUSIVE: Investec Opens Doors To Real Estate Strategy

The firm said it was always planning to enable third-party investors, such as wealth managers, to...

People Moves
7 October 2026

Sweden's SEB Says CEO, President Has Resigned For Personal, Family Reasons

The Swedish bank has a substantial private wealth management and family office business in the...

Asset Management
7 October 2026

What’s New In Investments, Funds? – Tikehau Capital, iCapital

The latest news about investment products, new structures and service offerings that might be of...

M and A
7 October 2026

KKR Leans Further Into Funds Administration With $5.1 Billion Acquisition

The fund administration sector is an important element of the financial "plumbing" that wealth...

People Moves
7 October 2026

Who’s Moving Where In Wealth Management? – Gen II Fund Services, Aegon AM

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Fund Management
6 October 2026

Standard Chartered Hails VCC Asset Growth

VCCs are flexible corporate structures used for both open-ended and closed-end investment funds....

M and A
6 October 2026

Deals Of The Day: The Latest In Wealth Management M&A – DWS, Hawksford

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
6 October 2026

Weatherbys Recruits Ex-Coutts Figure To Head Sports, Media And Entertainment Arm

A senior banker in the SME specialist area at one renowned UK private bank goes to another with...

M and A
6 October 2026

Schroders WM Head Of Middle East, Geneva Begins In Posts

The appointment was part of a wider array of C-suite and executive changes at Schroders. ...

Comment & Analysis results for Archive

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...